Austin, TX | New Braunfels, TX | ||
|---|---|---|---|
| Assets under management | $16.7M | $17.7M | $17.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 34 | 40 | 14 |
| Assets per client | $491K | $442K | $1.3M |
| Clients per advisor | 34 | 40 | 7 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Sep 2026, Jan 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.